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Visualize Complex Processes with Microsoft Visio

You're reading from   Visualize Complex Processes with Microsoft Visio A guide to visually creating, communicating, and collaborating business processes efficiently

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Product type Paperback
Published in May 2023
Publisher Packt
ISBN-13 9781837631926
Length 314 pages
Edition 1st Edition
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Authors (2):
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Senaj Lelic Senaj Lelic
Author Profile Icon Senaj Lelic
Senaj Lelic
David Parker David Parker
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David Parker
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Table of Contents (14) Chapters Close

Preface 1. Chapter 1: Choosing the Correct Business Process Diagram Type 2. Chapter 2: Choosing the Best Visio Edition for Our Needs FREE CHAPTER 3. Chapter 3: Learning to Manually Create Process Flow Diagrams 4. Chapter 4: Using Visio for Desktop with BPMN 5. Chapter 5: Utilizing Data Sources to Create and Enrich Business Process Diagrams 6. Chapter 6: Learn How to Diagram Efficiently 7. Chapter 7: Preparing Diagrams for Presentation and Collaboration 8. Chapter 8: Securing and Providing Access to Diagrams 9. Chapter 9: Integrating Visio with Other Microsoft Apps 10. Chapter 10: Customizing Master Shapes and Templates 11. Chapter 11: Improving the Provided Flowchart Shapes 12. Index 13. Other Books You May Enjoy

Creating process diagrams automatically in Excel

A free add-in for Microsoft Excel, called Microsoft Visio Data Visualizer, is available from the Office Store via the Insert | Add-Ins | Get Add-ins button:

Figure 5.1 – Getting the Microsoft Visio Data Visualizer add-in for Excel

Figure 5.1 – Getting the Microsoft Visio Data Visualizer add-in for Excel

Important note

The Shape Report Converter add-in, listed third in the preceding screenshot list, is a handy free tool from bVisual, to quickly convert a Visio Shape Report that has been exported to Excel into a modern formatted table that can be used as a data source for PowerQuery and Visio.

The Microsoft Visio Data Visualizer add-in will be available with its own icon on the ribbon when it is installed. When the icon is clicked, a Data Visualizer object is inserted in the worksheet, as shown in the following screenshot, presenting a choice of different diagram types:

Figure 5.2 – Choices for the Microsoft Visio Data Visualizer add-in for Excel

Figure 5.2 – Choices for the Microsoft Visio Data Visualizer add...

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